Annual Book Value
$39.18B$7.42B+23.35%
Summary
- Current Value
- As of today, SCHW annual book value is $39.18B, up +23.35% on
- Historical Performance
- SCHW annual book value is down -15.38% over the past 3 years, and up +106.75% over the past 5 years
- All-Time High Comparison
- SCHW annual book value is currently -18.92% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW annual book value is +45.65% above its 3-year low of $26.90B reached on an earlier date
- Sector Comparison
- SCHW annual book value is higher than 97.43% of companies in Financial Services sector
Book Value Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $39.18B | +23.4% | -15.4% | +106.8% | +672.4% | |
| Quarterly Book Value | $42.62B | +12.1% | +59.4% | +63.5% | +606.2% | |
| Price | $100.17 | +37.2% | +17.3% | +69.8% | +459.9% | |
| Annual Total Assets | $482.09B | -2.7% | -27.8% | +64.0% | +538.2% | |
| Annual Total Liabilities | $433.71B | -4.6% | -29.0% | +59.3% | +515.5% | |
| PB Ratio | 4.18 | +22.6% | -28.9% | +81.7% | +21.2% | |
| Annual Shareholders Equity | $48.38B | +18.1% | -14.0% | +122.5% | +853.6% | |
| Market Cap | $178B | +33.1% | +12.4% | +60.5% | +727.5% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $39.18B | at high | |
| 5Y | $48.33B | N/A | -18.9% |
| All | $48.33B | -18.9% |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $26.90B | N/A | +45.6% |
| 5Y | $26.90B | +45.6% | |
| All | $73.95M | >+9999.0% |
Book Value History
FAQ
What is the current annual book value of SCHW?
As of today, SCHW annual book value is $39.18B
What is 1-year change in SCHW annual book value?
SCHW annual book value is up +23.35% year-over-year
What is 3-year change in SCHW annual book value?
SCHW annual book value is down -15.38% over the past 3 years
How far is SCHW annual book value from its all-time high?
SCHW annual book value is currently -18.92% below its historical high of $48.33B set on December 31, 2020
How does SCHW annual book value rank versus sector peers?
SCHW annual book value is higher than 97.43% of companies in Financial Services sector
When is SCHW next annual earnings release?
The next annual earnings release for SCHW is on
Quarterly Book Value
$42.62B$66.99M-0.16%
Summary
- Current Value
- As of today, SCHW quarterly book value is $42.62B, down -0.16% on
- Historical Performance
- SCHW quarterly book value is up +12.09% year-over-year, and up +59.37% over the past 3 years
- All-Time High Comparison
- SCHW quarterly book value is currently -11.81% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW quarterly book value is +58.43% above its 3-year low of $26.90B reached on an earlier date
- Sector Comparison
- SCHW quarterly book value is higher than 97.84% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $42.62B | -0.2% | +12.1% | +59.4% | +63.5% | |
| Annual Book Value | $39.18B | – | +23.4% | -15.4% | +106.8% | |
| Price | $100.17 | +6.5% | +37.2% | +17.3% | +69.8% | |
| Quarterly Total Assets | $465.26B | +1.4% | -0.2% | -19.4% | +10.9% | |
| Quarterly Total Liabilities | $415.87B | +1.6% | -0.7% | -23.1% | +7.2% | |
| PB Ratio | 4.18 | +6.1% | +22.6% | -28.9% | +81.7% | |
| Quarterly Shareholders Equity | $49.38B | -0.1% | +4.6% | +33.3% | +57.6% | |
| Market Cap | $178B | +6.0% | +33.1% | +12.4% | +60.5% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $42.69B | -0.2% | |
| 3Y | $42.69B | -0.2% | |
| 5Y | $48.33B | N/A | -11.8% |
| All | $48.33B | -11.8% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $39.18B | N/A | +8.8% |
| 3Y | $26.90B | N/A | +58.4% |
| 5Y | $26.74B | +59.4% | |
| All | $154.10M | >+9999.0% |
Quarterly Book Value History
FAQ
What is the current quarterly book value of SCHW?
As of today, SCHW quarterly book value is $42.62B
What is SCHW quarterly book value most recent change?
SCHW quarterly book value was down -0.16% on September 30, 2025
What is 1-year change in SCHW quarterly book value?
SCHW quarterly book value is up +12.09% year-over-year
How far is SCHW quarterly book value from its all-time high?
SCHW quarterly book value is currently -11.81% below its historical high of $48.33B set on December 31, 2020
How does SCHW quarterly book value rank versus sector peers?
SCHW quarterly book value is higher than 97.84% of companies in Financial Services sector
When is SCHW next earnings release?
The next earnings release for SCHW is on
Book Value Formula
Book Value = Total Assets − Total Liabilities
Data Sources & References
- SCHW Official Website www.schwab.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/316709/000031670925000046/0000316709-25-000046-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/316709/000031670925000010/0000316709-25-000010-index.htm
- SCHW Profile on Yahoo Finance finance.yahoo.com/quote/SCHW
- SCHW Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/schw